FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Carrabus County
Mecklenburg County
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Tolerance
Education & Certifications
Wake Forest University - Finance
CFP designation
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License